Institutional Ownership Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA). We have compiled data on the 188 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,251,409
shares
|
$110 Million
0.03% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,781,753
shares
|
$86.7 Million
1.5% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,694,899
shares
|
$82.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,676,030
shares
|
$81.6 Million
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
959,617
shares
|
$46.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
902,048
shares
|
$43.9 Million
0.06% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
878,221
shares
|
$42.7 Million
0.32% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
718,296
shares
|
$35 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
702,586
shares
|
$34.2 Million
0.55% of portfolio
|
Q2 2025
Added 73.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
672,221
shares
|
$32.7 Million
0.06% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
645,412
shares
|
$31.4 Million
0.01% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
619,443
shares
|
$30.1 Million
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
486,835
shares
|
$23.7 Million
12.47% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
412,430
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
Added 36.65%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
409,431
shares
|
$19.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 72.16%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
389,185
shares
|
$18.9 Million
1.25% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
350,780
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
350,671
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
340,762
shares
|
$16.6 Million
0.03% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
340,621
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Added 72.34%
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
318,911
shares
|
$15.5 Million
7.53% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
317,646
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
298,880
shares
|
$14.5 Million
0.06% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
282,373
shares
|
$13.7 Million
4.22% of portfolio
|
Q3 2025
Added 22.21%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
254,045
shares
|
$12.4 Million
0.14% of portfolio
|
Q2 2025
Added 1.26%
|